Stocks are poised for a 20% year-end rally, JPMorgan's Tom Lee says, helped by a trough in the trend of economic data, continued improvement out of Europe and China, and lower crude and commodity prices. REITs and hotels dominate Lee's "elite 21" list of stock picks, including OEH, HOT, MAR, WYN, H, SLG, BXP and LXP.